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Release Notes
REFERENCE
Loan: Management
get
Get Loan
get
Get Supported Entities
get
Get Loan Metadata
post
Create Loan
patch
Move Loan to Folder
patch
Update Loan
delete
Delete Loan
Loan: Template
get
Get Template Folders
get
Get Template Files
Loan: Lock
get
Get List of Resource Locks
get
Get a Resource Lock
post
Lock Resource
delete
Unlock Resource
Loan: Borrower Pair
get
Get All Borrower Pairs
get
Get a Borrower Pair
post
Create Borrower Pair
patch
Update Borrower Pair
delete
Delete Borrower Pair
patch
Move Borrower Pair
Loan: Pipeline
get
Get Canonical Names
post
Create Cursor
post
View Pipeline (with Pagination)
post
View Pipeline
Loan: Batch Update
get
Get Status
post
Update Loans
Loan: Schema
get
Get Loan Schema
get
Get Field Schema
post
Path Generator
post
Contract Generator
Loan Custom Fields
get
Get All Custom Fields
get
Get a Custom Field
Loan: Associates & Milestones
get
Get List of Associates
get
Get All Milestones
get
Get All Milestone Free Roles
get
Get an Associate
get
Get a Milestone
get
Get a Milestone Free Role
put
Assign a Loan Associate
patch
Update a Milestone
patch
Update a Milestone-Free Role
Loan: Disclosure Tracking (2015)
get
Get All Disclosure Tracking Logs
get
Get a Disclosure Tracking Log
get
Get Snapshot
Loan: AUS Tracking
get
Get All AUS Tracking Log
get
Get an AUS Tracking Log
get
Get AUS Tracking Log Snapshot
post
Create an AUS Tracking Log
patch
Update an AUS Tracking Log
Loan: Conversation Log
get
Get All Conversation Logs
get
Get a Conversation Log
Loan: Conditions
get
Get All Underwriting Conditions
get
Get an Underwriting Condition
post
Create Underwriting Conditions
patch
Manage Underwriting Conditions
patch
Manage Underwriting Comments
patch
Manage Underwriting Documents
get
Get All Preliminary Conditions
get
Get a Preliminary Condition
post
Create Preliminary Conditions
patch
Manage Preliminary Conditions
patch
Manage Preliminary Comments
patch
Manage Preliminary Documents
get
Get All Post-Closing Conditions
get
Get a Post-Closing Condition
post
Create Post-Closing Conditions
patch
Manage Post-Closing Conditions
patch
Manage Post-Closing Comments
patch
Manage Post-Closing Documents
eFolder: Document
get
Get List of Documents
get
Get a Document
get
Get Document Attachments
post
Create Document
patch
Update Document
patch
Assign Document Attachments
eFolder: Attachment
get
Get List of Attachments
get
Get an Attachment
post
Upload Attachment to eFolder
post
Get Attachment from eFolder
post
Get Thumbnail of Page
post
Get Page of Attachment
patch
Update Attachment
Settings
Organizations
get
Get Root Organization Detail
get
Get All Organizations
get
Get Organization Detail
get
Get Children of Organization
Users
get
Get a List of Users
get
Get a User Profile
get
Get List of User Groups
get
Get Compensation Plans
get
Get License Details
get
Get User's Assigned Rights
get
Get User's Effective Rights
Contacts: Borrower
post
Get Contact List
get
Get a Contact
get
Get Canonical Names
post
View Contacts (with Pagination)
post
Create Contact
patch
Update Contact
delete
Delete Contact
get
Get All Notes
get
Get a Note
post
Create Note
patch
Update Note
delete
Delete Note
Linking Borrower Contacts to a Loan
patch
Link a Borrower Contact to Existing Loan
post
Link a Borrower Contact to a New Loan
Contacts: Business
post
Get Contact List
get
Get a Contact
get
Get Canonical Names
post
View Contacts (with Pagination)
post
Create Contact
patch
Update Contact
delete
Delete Contact
get
Get a Note
post
Create Note
patch
Update Note
delete
Delete Note
Linking Business Contacts to a Loan
post
Link a Business Contact to a New Loan
patch
Link a Business Contact to Existing Loan
Contacts: Groups
get
Get All Contact Groups
get
Get a Contact Group
get
Get All Contacts in Contact Group
post
Create Contact Group
patch
Add or Remove Group Contacts
patch
Update a Contact Group
delete
Delete a Contact Group
CDO: Loan
get
Get List of Loan CDOs
get
Get a Loan CDO
put
Create or Replace Loan CDO
delete
Delete Loan CDO
patch
Update Loan CDO
CDO: User
get
Get List of User CDOs
get
Get a User CDO
put
Create or Replace User CDO
delete
Delete User CDO
patch
Update User CDO
CDO: Global
get
Get List of Global CDOs
get
Get a Global CDO
put
Create or Replace Global CDO
delete
Delete Global CDO
patch
Update Global CDO
Tools: Transient Calculator
post
Calculate Loan
Webhook
Resources
get
Get All Resources
get
Get A Resource
get
Get Resource Events
Subscriptions
get
Get All Subscriptions
get
Get a Subscription
post
Create a Subscription
put
Update Subscription
delete
Delete Subscription
Services
Credit Partners and Samples
Electronic Verifications Partners and Samples
AUS Partners and Samples
Appraisal Partners and Samples
Flood Partners and Samples
post
Order Services
get
Get Service Order Status
RESOURCES
Loan Data Formats
Loan Domain Model
HTTP Status Codes
Language Bindings & Samples
.NET
Postman Collection
USE CASES
Data Extracts
Manage Loans
Loan Officer Alexa Skill
API Fundamentals
Batch Loan Replication
Incremental Loan Replication
Community
Developer Forum
Blogs
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